0001723925-19-000002.txt : 20190215 0001723925-19-000002.hdr.sgml : 20190215 20190214175831 ACCESSION NUMBER: 0001723925-19-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190215 DATE AS OF CHANGE: 20190214 EFFECTIVENESS DATE: 20190215 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Legacy Financial Strategies, LLC CENTRAL INDEX KEY: 0001723925 IRS NUMBER: 431889313 STATE OF INCORPORATION: MO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18758 FILM NUMBER: 19608848 BUSINESS ADDRESS: STREET 1: 11300 TOMAHAWK CREEK PARKWAY, SUITE 190 CITY: LEAWOOD STATE: KS ZIP: 66211 BUSINESS PHONE: 9134030600 MAIL ADDRESS: STREET 1: 11300 TOMAHAWK CREEK PARKWAY, SUITE 190 CITY: LEAWOOD STATE: KS ZIP: 66211 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001723925 XXXXXXXX 12-31-2018 12-31-2018 Legacy Financial Strategies, LLC
11300 TOMAHAWK CREEK PARKWAY, SUITE 190 LEAWOOD KS 66211
13F HOLDINGS REPORT 028-18758 N
Heather Hardman Chief Compliance Officer 9134030600 Heather Hardman Leawood KS 02-14-2019 0 54 100925 false
INFORMATION TABLE 2 4q201813f.xml VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 10632 286565 SH SOLE 0 0 286565 ENBRIDGE INC COM 29250N105 208 6685 SH SOLE 0 0 6685 GENERAL DYNAMICS CORP COM 369550108 357 2274 SH SOLE 0 0 2274 3M CO COM 88579Y101 573 3009 SH SOLE 0 0 3009 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 5754 122514 SH SOLE 0 0 122514 EXXON MOBIL CORP COM 30231G102 297 4349 SH SOLE 0 0 4349 V F CORP COM 918204108 500 7007 SH SOLE 0 0 7007 AMERICAN MIDSTREAM PARTNERS COM UNITS 02752P100 158 52000 SH SOLE 0 0 52000 VANGUARD INDEX FDS TOTAL STK MKT 922908769 7853 61527 SH SOLE 0 0 61527 MEDTRONIC PLC SHS G5960L103 595 6542 SH SOLE 0 0 6542 S&P GLOBAL INC COM 78409V104 483 2840 SH SOLE 0 0 2840 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 19445 192618 SH SOLE 0 0 192618 HONEYWELL INTL INC COM 438516106 588 4452 SH SOLE 0 0 4452 PROSHARES TR S&P 500 DV ARIST 74348A467 815 13454 SH SOLE 0 0 13454 KANSAS CITY SOUTHERN COM NEW 485170302 383 4010 SH SOLE 0 0 4010 TORTOISE ENERGY INFRA CORP COM 89147L100 233 11685 SH SOLE 0 0 11685 FLEXSHARES TR MORNSTAR UPSTR 33939L407 6166 210586 SH SOLE 0 0 210586 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3759 18412 SH SOLE 0 0 18412 SHERWIN WILLIAMS CO COM 824348106 529 1344 SH SOLE 0 0 1344 CARDINAL HEALTH INC COM 14149Y108 407 9121 SH SOLE 0 0 9121 CINTAS CORP COM 172908105 530 3154 SH SOLE 0 0 3154 MAINSTAY MACKAY DEFINDTRM MU COM 56064K100 316 16190 SH SOLE 0 0 16190 ISHARES TR CORE S&P SCP ETF 464287804 7259 104710 SH SOLE 0 0 104710 JPMORGAN CHASE & CO COM 46625H100 205 2105 SH SOLE 0 0 2105 ECOLAB INC COM 278865100 590 4002 SH SOLE 0 0 4002 CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 335 12000 SH SOLE 0 0 12000 ILLINOIS TOOL WKS INC COM 452308109 428 3380 SH SOLE 0 0 3380 ARCHER DANIELS MIDLAND CO COM 039483102 530 12931 SH SOLE 0 0 12931 ISHARES TR EXPND TEC SC ETF 464287549 487 2834 SH SOLE 0 0 2834 ISHARES TR CORE S&P US VLU 464287663 632 12884 SH SOLE 0 0 12884 SMITH A O COM 831865209 315 7367 SH SOLE 0 0 7367 HORMEL FOODS CORP COM 440452100 643 15059 SH SOLE 0 0 15059 ABBVIE INC COM 00287Y109 573 6212 SH SOLE 0 0 6212 FRANKLIN RES INC COM 354613101 412 13905 SH SOLE 0 0 13905 PEPSICO INC COM 713448108 732 6624 SH SOLE 0 0 6624 ROPER TECHNOLOGIES INC COM 776696106 532 1995 SH SOLE 0 0 1995 AIR PRODS & CHEMS INC COM 009158106 562 3513 SH SOLE 0 0 3513 JOHNSON & JOHNSON COM 478160104 335 2599 SH SOLE 0 0 2599 ISHARES INC CORE MSCI EMKT 46434G103 1967 41718 SH SOLE 0 0 41718 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 2547 36948 SH SOLE 0 0 36948 PRICE T ROWE GROUP INC COM 74144T108 456 4941 SH SOLE 0 0 4941 SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104 395 20500 SH SOLE 0 0 20500 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 13637 227555 SH SOLE 0 0 227555 INDEXIQ ETF TR HEDGE MLTI ETF 45409B107 337 11656 SH SOLE 0 0 11656 ABBOTT LABS COM 002824100 670 9261 SH SOLE 0 0 9261 FERRELLGAS PARTNERS L.P. UNIT LTD PART 315293100 11 20000 SH SOLE 0 0 20000 INDEXIQ ETF TR IQ MRGR ARB ETF 45409B800 362 11409 SH SOLE 0 0 11409 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 1764 74035 SH SOLE 0 0 74035 O REILLY AUTOMOTIVE INC NEW COM 67103H107 482 1400 SH SOLE 0 0 1400 SPDR S&P 500 ETF TR TR UNIT 78462F103 1088 4355 SH SOLE 0 0 4355 TARGET CORP COM 87612E106 534 8074 SH SOLE 0 0 8074 APPLE INC COM 037833100 581 3684 SH SOLE 0 0 3684 TORTOISE ENERGY INDEPENDENC COM 89148K101 375 55250 SH SOLE 0 0 55250 LOWES COS INC COM 548661107 568 6147 SH SOLE 0 0 6147